An advisor who managed about $325 million at Merrill Lynch has affiliated with LPL Financial’s employee advisor channel, Linsco, the firm announced Tuesday.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Coffin is a second-generation advisor who earned a law degree before deciding to switch to wealth management. He had been affiliated with Merrill Lynch since joining the industry in 2008. His practice focuses on financial planning and tax-managed asset strategies for doctors, lawyers and other professionals.
In a statement, Coffin said his move reflected a desire to be able to do more for his clients.
“Through LPL and Linsco, I have the flexibility to build the business I want, putting clients’ best interest at the forefront of everything I do,” he said. “I have access to premier LPL technology and resources to enhance the client experience, as well as support from the Linsco team for my firm’s administrative and marketing needs.”
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
